Careers
Current Open Positions
If you are interested in one of our current open positions, please click the link in the full job description.
Operations Analyst
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Please click the link below to complete the Culture Index survey and to submit your resume for our files:
https://go.apply.ci/s/985PTpuuc0
The job objectives and key responsibilities are as follows:
- Backup to Client Liaison (Receptionist) on the phone system which means answering; screening and forwarding calls, providing information, and taking messages, as well as assisting with conference calls and zoom meetings.
- Backup to Client Liaison (Receptionist) during lunch breaks, meetings, blocked time, and vacations.
- Placing calls to prospects and clients to schedule/confirm meetings during designated times.
- Entering meeting info on calendar(s) as well as entering data into our Junxure software system (where we house all client data).
- Processing incoming/outgoing mail as needed.
- Downloading quarterly electronic statements and confirmations; sorting/scanning quarterly physical statements and confirmations, creating hyperlinks for principal review.
- Data entry/maintenance - updating contact/other information within our Client Resource Management Software ("CRM").
- Processing and mailing incoming checks.
- Processing compliance and service forms.
- Participation in our internal audit and other aspects of our compliance program.
- Cloud data projects within our CRM; completing data maintenance requests; troubleshooting; workflow generation and modification.
- Process and maintain compliance documents, including but not limited to Investment Policy Statements and Private Client Account Agreements.
- Submitting client service requests to account custodian.
- Client meeting folder preparation.
- Sending/completing action items, saving meeting notes/correspondence and last meeting dates, and compiling related lists.
- Assist with client and advisor requests as needed
- Able to assist clients with general requests and questions, including tax form and statement requests, address changes
- Maintain a high level of confidentiality with respect to firm's operations and all client data.
- Participation with our quarterly client report generation and distribution process - working directly with advisors to complete report review; distribute client reports via mail and uploading to web portal.
Qualifications and Skills
Education:
- Bachelor's Degree in a Business or related curriculum.
Skills Needed:
- A minimum of one to three years professional business experience with a focus in Accounting, Finance preferred or related professional office environment.
- Must be highly detail-oriented, proactive, and self-directed.
- Requires excellent written and verbal communication skills.
- Must be able to work independently with limited supervision.
- Must also be able to work well within a team environment and within groups.
- Ability to prioritize and communicate when given multiple, deadline-oriented tasks.
- Comfortable with predictable, consistent tasks done in an orderly, systematic way.
- Comfortable with presenting ideas for process improvements as needed.
- Ability to employ deductive reasoning.
- Must have strong customer service orientation and possess strong interpersonal skills.
- Requires excellent computer skills including CRM, Excel, Access, PowerPoint, and experience with financial software packages.
Should your background skills, education, and experience align with our role, we will contact you.
Investment Operations Analyst
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Please click the link below to complete the Culture Index survey and to submit your resume for our files:
https://go.apply.ci/s/985PTpuuc0
The job objectives and key responsibilities are as follows:
The Investment Operations Analyst/Junior Trader is an entry-level position in the Investment Department that supports the asset management function of the firm. This dynamic, fast‐paced, and detail‐oriented position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality.
- Trading Support
- Updating trading, good‐til‐cancelled, and municipal disclosure blotters
- Daily upload into Tamarac’s portfolio rebalancing software
- Supervised trading responsibilities for an assigned book of business
- Supervised trading responsibilities for other platform business
- Investment Client Support
- Assisting with client and advisor inquiries for assigned book of business
- Assisting with reporting issues for assigned book of business
- Asset Class Research
- Ad hoc Investment Advisory Committee (IAC) projects
- Asset class research
- Support of 401k business investment manager selection
- Other Responsibilities
- Quarterly and annual reports, which may include realized gain/loss reporting, year‐end composite reporting, Morningstar separate account database reporting, and model portfolio updates in Morningstar, among others
- Operational support for investment issues related to billing, investment policy statements, and private market subscriptions
- Assisting with compliance needs within the department
- Uphold compliance via following the company’s policies and procedures
- Maintain templates and workflows
Qualifications and Skills
Minimum Education Required: Bachelor’s Degree
Preferred: Bachelor’s degree in Business, Economics, Mathematics, Engineering, or related
Key Skill Traits: Must be highly detail-oriented, highly organized, self-starter, work independently and collaboratively, have strong customer orientation, interpersonal and communication skills
Continuing Education and Development: Series 7 Licensed or willing to seek Series 7 Licensure within the first year of hire, and a strong interest in pursuing the CFA, CAIA, or other designation in the future
Minimum Experience Required: 2023 graduates encouraged to apply
Preferred Experience: Finance-related experience is a bonus
Salary Range: $50K to $55K based on experience
Role reports to Managing Director of Investments
Should your background skills, education, and experience align with our role, we will contact you.
Executive Assistant
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Please click the link below to complete the Culture Index survey and to submit your resume for our files:
https://go.apply.ci/s/985PTpuuc0
The job objectives and key responsibilities are as follows:
The Executive Assistant is responsible for providing senior-level, comprehensive support to the Managing Partners. This dynamic, fast-paced position requires the ability to anticipate needs, think critically, and offer solutions to problems with a high level of professionalism and confidentiality. This position acts as a “gatekeeper” and “gateway,” creating a bridge between the Partners and the support staff.
- Manage Partner calendars and email inboxes – prioritize inquiries and requests while troubleshooting conflicts; make judgments and recommendations to ensure smooth day-to-day flow; assist with mailings and communications
- Manage internal and external communications (to/from clients as well as with internal departments)
- Prepare and coordinate delivery of client meeting materials; run Morningstar reports, create and review meeting summaries; Organize, coordinate, and/or complete post-meeting tasks and follow-up items
- Provide support for the Firm's strategic projects and initiatives such as research, tracking, follow-up, and reporting. May require coordination with partners, various departments, and/or external contacts
- Provide support for Partner retreats and client/Centers of Influence events, including booking travel and accommodations, planning retreat agendas and event timelines, etc.
- Assist with technology needs related to Partner, client, and all-staff meetings and conference calls
- Assist with client-level communications such as company videos, holiday mailings, etc.
- Assist with tracking Partner licensing and continuing education
- Personal assisting element – personal financial statements; facilitate/communicate with outside accountants and banks; outside business activity support; other personal matters as needed
- Booking travel and accommodation arrangements throughout the year for firm and personal reasons
- Potential for communications outside of normal business hours
- Assist in the planning and execution of routine and special events
- Maintain a high level of confidentiality in all aspects of Partner and Firm business activities
- Maintain existing records in CRM database (e.g. contact information, coding, alerts, meeting details, action items)
- Maintain action templates and workflows
- Maintain documents
- Other projects/duties as assigned for the overall benefit of the organization
Qualifications and Skills
Minimum Education Required: Associate Degree in Business or related professional field
Preferred: Bachelor’s degree or higher
Minimum Experience Required: 2 to 5 years in an Executive level support role in a professional office environment
Preferred Experience: 5+ years in an Executive level support role; Finance related experience is a bonus
Required Skills:
- Positive attitude
- Punctual
- Strong technical abilities
- Exceptional interpersonal relations
- Excellent verbal and written communication
- Naturally proactive and disciplined
- Solution-oriented
- Goal‐oriented and results-driven
- Self‐starter and able to work well both independently and collaboratively
- Highly organized and attentive to detail
- Adaptable to change
- Ability to manage multiple tasks/ongoing projects
- Ability to react with appropriate levels of urgency to situations that require quick responses or turnaround
- Ability to work under pressure
- Confidence in learning new systems and programs
- Office 365 experience
- Outlook experience
Salary Range: $50K to $55K based on experience
Role reports to Managing Partners and Operations Officer
Should your background skills, education, and experience align with our role, we will contact you.
Client Liaison
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**In order to be considered for this position, each applicant must complete the survey using the link below:
https://go.apply.ci/s/985PTpuuc0
The job objectives and key responsibilities are as follows:
The foundation of Koss Olinger is our client relationships. The Client Liaison and Corporate Scheduler represents the “face” and “voice” of our office and is responsible for greeting and assisting visitors in person, via email and over the phone, making the start of every experience at Koss Olinger pleasant and positive. This is a client-facing position within our Operations department, which offers both an independent and collaborative environment. This person should have a heart for people and service, welcoming all clients and guests with a willingness and readiness to help with their questions and requests. These interactions require polished written and verbal communication skills. A physical office presence is paramount for success in this role; therefore, a remote/Work from Home option is not available.
- Extend Koss Olinger hospitality to all guests, with the goal of making everyone feel comfortable, welcome, and valued.
- Answer, qualify, and forward incoming calls, emails, and faxes to appropriate personnel.
- Take messages and action as needed and follow up proactively.
- Manage multiple calendars and inboxes via Outlook.
- Coordinate, schedule, launch, and confirm meetings with clients, prospects, vendors, centers of influences, etc.
- Set up meeting items including Zoom links and conference calls using speakerphones.
- Deliver general information to clients and team via various modes of communication (e.g. Directions, morning calendar email).
- Keep the front lobby and lounge tidy, presentable, inventoried, and stocked.
- Kitchen Opening/Closing procedures: This includes opening procedures such as making coffee, putting clean dishes away; and closing procedures such as wiping down kitchen counters, loading dishes into dishwasher, cleaning coffee pot and maintaining overall cleanliness with tables and appliances.
- Schedule internal meetings as needed.
- Create new, and maintain existing, records in CRM database (e.g. contact information, coding, alerts, meeting details, action items).
- Data entry within the CRM database.
- Create and maintain action templates and workflows.
- Collaborate with departments and team members to identify and improve service and process in meetings, group discussion boards, etc.
- Assist Marketing Specialist with “touch” process including the following:
- Birthday touches (e.g. client and staff birthday emails/letters, Birthday cookie)
- Coordinate with third-party vendors when necessary
- Process incoming and outgoing client correspondence via USPS Mail, Fed Ex, UPS, etc.
- Backup for ordering office supplies, including snacks and drinks, for clients and staff as needed.
- Involvement with onboarding, rotations, year-end tasks, office closing procedures, and special events.
- Coordinate with Comsys for phone system-related needs (e.g. former employee process)
- Special projects as needed (subject to Management discretion).
- Other Administrative tasks as needed (subject to Management discretion).
Qualifications and Skills
Minimum Education: Associate Degree preferred. A Bachelor’s degree is a plus.
Experience: Three to five years in a professional office environment and a focus in an Administrative, Receptionist, or Assistant capacity is preferred. More than five years of experience is a plus.
Required Skills:
- Exceptional customer service and interpersonal relations
- Excellent verbal and written communication
- Naturally proactive and disciplined
- Goal-oriented and results-driven
- Self-starter and able to work well both independently and collaboratively
- Highly organized and attentive to detail
- Able to follow systematic processes
- Adaptable to change and shifting priorities
- Confidence learning new systems and programs
- Office 365
- Outlook
- Experience with Adobe
Salary Range: $50K to $55K based on experience
Role reports to Operations Officer
Should your background skills, education, and experience align with our role, we will contact you.